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Northern Financial Advisors’s Procter & Gamble PG Stock Holding History

Northern Financial Advisors’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$895K Buy
6,194
+2,326
+60% +$353K 0.65% 48
2025
Q4 		$554K Sell
3,868
-4,993
-56% -$736K 0.63% 46
2025
Q3 		$1.36M Buy
8,861
+72
+0.8% +$11.2K 0.71% 39
2025
Q2 		$1.4M Sell
8,789
-51
-0.6% -$8.32K 1.05% 30
2025
Q1 		$1.51M Sell
8,840
-64
-0.7% -$10.7K 1.24% 26
2024
Q4 		$1.49M Sell
8,904
-1,495
-14% -$255K 1.19% 26
2024
Q3 		$1.8M Sell
10,399
-714
-6% -$121K 1.37% 23
2024
Q2 		$1.83M Sell
11,113
-283
-2% -$46.3K 1.47% 16
2024
Q1 		$1.85M Buy
11,396
+66
+0.6% +$10.4K 1.44% 17
2023
Q4 		$1.66M Buy
11,330
+1,219
+12% +$181K 1.4% 16
2023
Q3 		$1.47M Buy
10,111
+843
+9% +$129K 1.35% 13
2023
Q2 		$1.41M Buy
9,268
+194
+2% +$29.2K 1.24% 18
2023
Q1 		$1.35M Buy
9,074
+6
+0.1% +$858 1.27% 15
2022
Q4 		$1.37M Buy
+9,068
New +$1.27M 1.55% 11

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Financial Advisors's PG Position: Q1 2026 in Review

Northern Financial Advisors increased its Procter & Gamble (PG) stake by 60% in Q1 2026, buying an estimated $353K and bringing the position to 6,194 shares worth $895K. The position accounts for 0.65% of the portfolio, ranked #48.

Northern Financial Advisors first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.85M in Q1 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Northern Financial Advisors held 6,194 shares of Procter & Gamble worth $895K as of Q1 2026.
  • Northern Financial Advisors bought 2,326 Procter & Gamble shares in Q1 2026, an estimated $353K.
  • Procter & Gamble made up 0.65% of Northern Financial Advisors's portfolio in Q1 2026, its #48 holding.
  • Northern Financial Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Northern Financial Advisors's Procter & Gamble position peaked at $1.85M in Q1 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.